Principal Financial Group
PLAN

Principal Financial Group’s Anaplan, Inc. PLAN Stock Holding History

Principal Financial Group’s Portfolio PLAN Stock Details PLAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-14,036
Closed -$913K – 2714
2022
Q1 		$913K Sell
14,036
-1,284
-8% -$62.5K ﹤0.01% 1991
2021
Q4 		$702K Buy
15,320
+763
+5% +$42.1K ﹤0.01% 2050
2021
Q3 		$886K Sell
14,557
-816
-5% -$48.6K ﹤0.01% 2037
2021
Q2 		$819K Sell
15,373
-720,568
-98% -$40.1M ﹤0.01% 2091
2021
Q1 		$39.6M Buy
735,941
+711,697
+2,936% +$48M 0.03% 515
2020
Q4 		$1.74M Buy
24,244
+7,788
+47% +$506K ﹤0.01% 1822
2020
Q3 		$1.03M Sell
16,456
-2,935
-15% -$151K ﹤0.01% 1868
2020
Q2 		$879K Buy
+19,391
New +$812K ﹤0.01% 1854
2020
Q1 		– Sell
-17,582
Closed -$922K – 2270
2019
Q4 		$922K Buy
17,582
+2,209
+14% +$110K ﹤0.01% 1848
2019
Q3 		$723K Sell
15,373
-136,047
-90% -$7.38M ﹤0.01% 1877
2019
Q2 		$7.64M Buy
151,420
+15,027
+11% +$621K 0.01% 1362
2019
Q1 		$5.37M Buy
136,393
+7,458
+6% +$251K 0.01% 1518
2018
Q4 		$3.42M Buy
+128,935
New +$3.19M ﹤0.01% 1611

Other funds holding PLAN

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Principal Financial Group's PLAN Position: Q2 2022 in Review

Principal Financial Group sold out of Anaplan, Inc. (PLAN) in Q2 2022, closing a stake of 14,036 shares — an estimated $913K sold.

Principal Financial Group first reported a position in PLAN in Q4 2018 and held it in 13 quarters. The position peaked at $39.6M in Q1 2021. 2 funds tracked by Wall St. Rank hold PLAN as of Q2 2022.

  • Principal Financial Group reported no remaining Anaplan, Inc. position as of Q2 2022 after selling out during the quarter.
  • Principal Financial Group sold 14,036 Anaplan, Inc. shares in Q2 2022, an estimated $913K.
  • Principal Financial Group first reported a position in Anaplan, Inc. in Q4 2018 and held it in 13 quarters.
  • Principal Financial Group's Anaplan, Inc. position peaked at $39.6M in Q1 2021.
  • 2 funds tracked by Wall St. Rank held Anaplan, Inc. as of Q2 2022.

Based on Principal Financial Group's 13F filing for Q2 2022, filed 10 Aug 2022.